With Chart History you can view earlier versions of the Chart to see how data evolved over time or restore them to sort out a slip-up.
REQUIRED: The Chart Module is required to perform the functions on this support page. Reach out to your Customer Success Manager to enable Charts for your organization.
Whenever a Chart's data is saved, a copy of the Chart is retained in its history. This enables you to refer back to a previous version at any point and to restore your Chart to a previous version if needed.
- Every save will be kept for changes made in the last 14 days.
- The latest save per day will be kept for changes made in the last 15-30 days.
- The latest save per month will be kept for changes made more than 30 days ago.
What happens when a Chart is restored to a previous version?
Every aspect of the Chart's data reverts to that previous version's state. That means that any changes made since that version was created will be lost, including changes to:
- Datapoints
- Data series and their formatting
- Dates and categories
- Annotations
- Any other formatting and configuration made to the Chart
Working with the Chart's history
Who can view the history of a Chart?
- Anyone on the Chart's Team.
- Anyone with the “View” permission for Items in the Chart's Location(s).
- Anyone with the “Edit” permission for Items in the Chart's Location(s).
View the Chart's previous versions
Open the Chart with which you want to work, then:
- Click the ellipsis in the top right corner of the panel containing the Chart.
- In the resulting drop-down menu, click Show History.
A window containing the Chart's history will open. By default, the most recent version of the Chart will be displayed. The date and time that this version of the Chart was saved will be displayed in the top left corner. Click that date and time to open a drop-down menu listing the all available earlier versions of the Chart.
Move between different versions of the Chart by clicking the left and right arrows on either side of the date and time field or by selecting a particular version from the date and time drop-down.
You can quickly access a specific version of the Chart from the Chart's Timeline by clicking the History icon next to any entry about updating the Chart's data.
After selecting your preferred version:
- Click the Excel icon, then click Download in the resulting drop-down menu to export the data for that version.
- Click Bowling to see a Bowling view for that version of the Chart.
- Click Data to see the data table for that version of the Chart.
- Click Chart to see the regular Chart view for that version of the Chart.
Who can restore a Chart to a previous version?
- Anyone on the Chart's Team except for Followers or Participants.
- Anyone with the “Edit” permission for Items in the Chart's Location(s).
For more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.
Restore the Chart's previous versions
Open the history of the Chart with which you want to work, then:
- Open the version to which you want to restore the Chart.
- Click Restore to the right of the date and time drop-down.
- Click Restore on the confirmation window.